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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $42,493 |
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $22,503 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,411 | $84,045-69.8% | $77,361-67.2% | $69,255-63.3% |
| Participation rate | 57.1% | 71.8%-14.7pp | 75.0%-17.8pp | 69.0%-11.9pp |
| Annual return | 14.94% | 12.46%+2.5pp | 1011.54%-996.6pp | 26.73%-11.8pp |
| Employer contribution / active EE | $853 | $2,954-71.1% | $2,990-71.5% | $2,645-67.8% |
| Participant deferral / active EE | $1,437 | $3,349-57.1% | $3,911-63.3% | $2,890-50.3% |
| Admin fee / account holder | $11 | $239-95.4% | $5,894-99.8% | $733-98.5% |